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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,228 | $71,197-9.8% | $93,669-31.4% | $80,925-20.6% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.7%-17.7pp |
| Annual return | 9.95% | 11.27%-1.3pp | 133.59%-123.6pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,156 | $1,565-26.1% | $2,424-52.3% | $2,756-58.1% |
| Participant deferral / active EE | $2,541 | $4,036-37.0% | $4,416-42.4% | $4,299-40.9% |
| Admin fee / account holder | $67,044 | $6,959+863.4% | $8,291+708.6% | $6,940+866.0% |